DeepSeek真的不行了吗

Core Viewpoint - The decline in DeepSeek's user data has cast a shadow over the prospects of domestic AI, but there is no need for excessive pessimism regarding the future of domestic AI due to this temporary setback [1][4][5]. Group 1: DeepSeek's Performance - DeepSeek's monthly download volume has dropped from 81.113 million in Q1 to 22.589 million, a decrease of 72.2% [2]. - The usage rate of DeepSeek has fallen from a high of 7.5% at the beginning of the year to 3% [2]. - The pessimistic expectations surrounding DeepSeek are largely attributed to the delayed release of its updated version R2 and its high hallucination rate, which has deterred many users [3][6]. Group 2: Broader Industry Context - Despite DeepSeek's decline, the overall domestic AI landscape remains robust, with major internet companies and unicorns actively investing in AI research and development [7]. - Other models such as Qwen, Wenxin, Quark, and Kimi continue to rank highly in the global AI landscape, indicating ongoing competition [7]. - China's advantages in the AI race include a vast market and diverse application scenarios, providing ample user behavior data and market demand [7]. Group 3: Industry Challenges and Future Directions - The decline in DeepSeek's traffic raises industry-wide questions about maintaining technological leadership and achieving sustainable business models in the face of widely replicated model weights [8]. - The true competitive edge in the global AI race lies not in a single model's performance but in building an open, collaborative, and sustainable ecosystem [9]. - The future of the industry will depend on creating an environment that allows for innovation and experimentation, rather than prematurely selecting winners [9][10]. - Recognizing the value of real-world scenarios is crucial, as data generated from various sectors can significantly contribute to technological advancement [10][11].